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Financial Planning cpdcourses

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AAMC – Anti-Money Laundering and Counter-Terrorism Financing Refresher Module

This course is designed to keep your knowledge and training up-to-date to assist with your compliance with Australia’s efforts to counter money launde...

Course Rating:
CPD Hours: 1.00
Online
AUD $132.00
[Inc. GST]

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ALI Group - Life Insurance and Generic Knowledge
ALI Group

This course forms part of the on-boarding program for ALI Group Authorised Representatives seeking to offer general advice on Clearview LifeSolutions ...

Course Rating:
CPD Hours: 2.00
Online
AUD $326.70
[Inc. GST]

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ASIC Investigations and Enforcement

The course discusses the powers that ASIC exercises to keep a check on compliance of laws.

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Australian Financial Complaints Authority (AFCA)

This course provides an overview of the new Australian Financial Complaints Authority (AFCA).

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

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Business Planning

Business planning is a process of determining a commercial enterprise’s objectives, strategies and projected actions in order to promote its survival ...

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Changes to Tax Deductions for Residential Property Investors

Recent amendments to the Income Tax Assessment Act 1997 means that some expenses incurred in owning a residential investment property are no longer al...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Common Tax Offsets and Rebates
Encountered by Financial Advisers

This course explores the various types of tax offsets and rebates commonly encountered by financial advisers in Australia.

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Commonwealth Proposals: Design & Distribution Obligations and Product Intervention Powers

On 1 December 2016, the Commonwealth Government announced important new reforms to both the Financial Services and Credit Industry entitled the “Desig...

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Company Management

This course will walk you through the basics of effective corporate governance.

Course Rating:
CPD Hours: 2.00
Online
AUD $43.00
[Inc. GST]

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Consumer Protection Law

This course will guide you in understand the relevant laws surrounding consumer protection.

Course Rating:
CPD Hours: 2.00
Online
AUD $43.00
[Inc. GST]

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Contract Law

The importance of contracts and contract law will be discussed in this course for your understanding and guidance.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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First Home Super Saver Scheme

The “First Home Super Saver Scheme” allows individuals who are saving for their first home to take advantage of the concessional taxation arrangements...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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GENERIC KNOWLEDGE Fundamental and Essential Requirements

The objective of this course is to assist persons who provide financial product advice to clients to maintain, update and deepen their "Australian Ind...

Course Rating:
CPD Hours: 4.00
Online
AUD $126.50
[Inc. GST]

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Home Downsizing Superannuation Contributions

This course covers downsizing superannuation contributions.

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Insurance Bonds: Flexible Concessionally Taxed Investment Vehicles

The Income Tax Assessment Act 1936 provides taxation benefits for owners of insurance bonds.

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Introduction to commercial lending

Introduction to commercial lending

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

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Payment Card Industry Data Security Standards (PCI DSS)

This course covers the 12 basic requirements of Payment Card Industry Data Security Standards (PCI DSS).

Course Rating:
CPD Hours: 2.00
Online
AUD $33.00
[Inc. GST]

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Reflective Practice

This course is relevant for all professionals, especially those dealing directly with clients including, but not limited to, Financial Planners (as pe...

Course Rating:
CPD Hours: 2.00
Online
AUD $34.00
[Inc. GST]

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Self-Managed Superannuation Fund Penalty Regime

The Australian Taxation Office (ATO) is the regulator of self-managed superannuation funds (SMSF). As the regulator, the ATO has the power to penalis...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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Small Amount Credit Contract

This course covers what you need to know about Small Amount Credit Contracts.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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SMSF Loans

The course provides complete information about financing of SMSF investments and role of newly established Bare Trust.

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

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Spectrum Wealth - Generic Knowledge and Life Insurance Program
For Spectrum Wealth New Representatives

This course is available for mortgage brokers who are completing the Spectrum Wealth Generic Knowledge and Life Insurance Program. This course is the ...

Course Rating:
CPD Hours: 2.00
Online
Delivery not available

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AUD $326.70
[Inc. GST]
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Sponsorship opportunities for small business

Sponsorship opportunities for small business

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

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Succession Planning

At some stage you will decide to leave your business; perhaps you have decided to sell, retire or do something else. Regardless of the reason, having ...

Course Rating:
CPD Hours: 2.00
Online
AUD $43.00
[Inc. GST]

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Tax Agent Services Act 2009 (TASA)

The Tax Agent Services Act 2009 (TASA) consists of 8 parts that are detailed in this course.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Tax (financial) advisers – Ethical and Professional Responsibilities

This course covers the ethical and professional responsibilities of tax (financial) advisers based on TASA 2009.

Course Rating:
CPD Hours: 1.00
Online
AUD $33.00
[Inc. GST]

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Taxation Implications of Using Life Insurance to Protect a Business

This course discusses how life insurance policies may protect a business, its owner and key people. It also discusses taxation implications of using l...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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The building process and construction loan

The building process and construction loan

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

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The Ethics and Principles of Providing Financial Advice

The ability of financial advisers to engage in ethical decision making and conduct when providing financial advice is critical in achieving the indust...

Course Rating:
CPD Hours: 1.00
Online
AUD $27.50
[Inc. GST]

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TPB506 - Apply taxation requirements when providing tax (financial) advice services

All Australian financial services licensees and representatives who provide tax (financial) advice services for a fee or other reward must be register...

Course Rating:
CPD Hours: 4.00
Online
AUD $550.00
[Inc. GST]

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TPB507 - Commercial law for tax (financial) advisers

This course applies to individuals who provide tax (financial) advice services as defined in the Tax Agent Services Act 2009. Individuals providing su...

Course Rating:
CPD Hours: 6.00
Online
AUD $550.00
[Inc. GST]

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Trusts

This course will provide you ample information and details about trusts.

Course Rating:
CPD Hours: 2.00
Online
AUD $43.00
[Inc. GST]

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Understanding and interpreting financial statements

Understanding and interpreting financial statements

Course Rating:
CPD Hours: 1.00
Online
AUD $16.50
[Inc. GST]

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Australian Competition Law

This course provides information on important areas of the act, and it’s aim to facilitate effective competition geared towards economic growth and ef...

Course Rating:
CPD Hours: 2.00
Online
AUD $47.00
[Inc. GST]

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Latest Reviews for Financial Planning
  • the course was comprehensive and relevant to real world practice. A practical learning experience
    Mark Western Australia

  • Excellent tutor gave very clear instructions and were very patient.
    Yi Beijing

  • Excellent would have done it sooner if I knew about the course
    Sophia Victoria
About Diploma of Financial Planning

AAMC Training's Diploma in Financial Planning gives its students the best exposure to the Financial Planning industry leading to the RG146 qualifications, with Tier 1 and Tier 2 level qualifications and updates their skills to efficiently handle the challenges of a leading financial planner. After a Financial Planning Diploma course, a student can undertake further studies in the specialist areas that they wish to give advise in to include; Life Insurance, Insurance Broking, Superannuation, Managed Investments, Securities and Derivates, Margin Lending, and also Advice in Self Managed Superannuation Funds. Completion of the Financial Planning Diploma qualifies you to then also undertake the Advanced Diploma of Financial Planning qualification, now considered as a minimum qualification for many Dealer Groups. These qualifications are on ASIC’s approved training register and accepted by FPA, AFA and also ASQUA the Australian Regulation Training Body. Various Dealer Groups also require their members to undertake and acknowledge these courses delivered by AAMC Training. Many other Australian professionals being Accountants, Mortgage Brokers, Finance Brokers, Real Estate Agents, Real Estate Sales Representatives are now undertaking these courses to enable compliance with the ASIC regulations. AAMC Training has also designed online Financial Planning courses and ongoing CPD and CPE short courses for professionals to update their skills. AAMC Training provides a free Learning Management System (LMS) for clients to maintain control and records required under RG146 and RG206. AAMC Training can also assist you in establishing this Industry in your Country in consultation with your regulators, associations, member organisations and product suppliers. FPA now also requires members to complete a University Degree to enable them to apply for the CFP designation. Courses are delivered via Face to Face, Classroom, Online, Correspondence and Recognised Prior Learning (RPL).